Bulk User Import
Posted by Jay Sudowski (Import) on 25 October 2006 08:50 AM
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This page is used to import users or make bulk modifications to existing users. The steps involved in using the page are to:
Download the Excel Template There is one Microsoft Excel spreadsheet that is used as a template. Choose:
To download the excel spreadsheets successfully you must have Microsoft Excel
installed on your computer. Adding or editing information on the spreadsheet To add new users simply add new lines to the spreadsheet with the necessary
details filled in. Most columns are self-explanatory. Uploading the user data To upload the user data simply browse to the location where you saved the file and select the upload button:
Once you have uploaded your first excel spreadsheet the files that you have uploaded to date will appear on the Bulk User Import screen:
There are three options next to each file you have in your list:
Importing the user information When you select the Import Users link, Cortex will validate the user’s information and display the changes to be made. If there are any errors in the user data these will display as in the example below: Hovering over the error symbols will give information on any errors. If there are both new users and existing users that you are updating then you will see the two tabs:
It is recommended that you have a quick check to insure that you are seeing the users that you are expecting and that there are no errors. Once you are satisfied you select the Save button. If there are errors or the information is not what you expect then Cancel the import. Once you are happy that the users are correct then select the Save button: In this case, I am saving a new user. You will see the process moving through each user in the list in turn and once it has finished then there should be no users in the list as below:
If applicable you can then go to the Update Users tab to process any user changes that you are making. | |
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